Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
10 Best & Worst Tax States for Retirees
By Danielle AndrusThinkAdvisor highlights the five best and five worst states from a Kiplinger study on the tax environment for retirees.
November 01, 2013
PIMCO’s Gross Calls for Tax Hike on Rich, Laments 1% ‘Scrooges’Reading almost like an Occupy Wall Street manifesto, bond billionaire Bill Gross latest outlook says its time to end lower taxes on capital than labor.
November 01, 2013
Treasury, IRS Change FSA Use-or-Lose RuleTreasury Secretary Lew says the change is a "common-sense solution" to help people pay for health care.
October 29, 2013
Tax Court Provides Help for Estate Planning Using Gift Tax ValuationReversing course, the Tax Court recently blessed a valuation strategy for lifetime gifts that can be used to reduce overall estate tax liability.
October 28, 2013
WOW: Not investments, but risk managementWhether its a basketful of goodies (plus aspirin) sent to tax professionals as a tax season survival kit, or an offer to connect hurricane-menaced clients with sources of preparation and cleanup assistance, advisors can create WOW experiences for individuals or groups.
October 25, 2013
Have plane, will travelAmong the various executive fringe benefits examined, use of a company vehicle, either for business or personal reasons, is the most common.
October 25, 2013
Have plane, will travelAmong the various executive fringe benefits examined, use of a company vehicle, either for business or personal reasons, is the most common.